Selective Wealth Management, Inc.

Position in PNFP — Pinnacle Financial Partners, Inc.

CIK 1755670 FOREST, VA

Position in PNFP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$237,068

+$34,898 QoQ

Shares Held

2,350

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#521

of 701 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $1,497,645 across 3 Banks - Regional names. PNFP ranks #3 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JMSB	John Marshall Bancorp, Inc.	41,103	$896,045
2	TFC	Truist Financial Corp	7,317	$364,532
3	PNFP	Pinnacle Financial Partners, Inc. This page	2,350	$237,068

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,068	2,350	+0.1%	Shares	Sole	2026-07-20
2026-03-31	$202,170	2,347	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.